Download

Product Disclosure Statement (PDS)

The Responsible Entity (RE) advises that the Charter Hall Direct Industrial Fund No.2 (DIF2) is closed for new applications and the product disclosure statement (PDS) has been withdrawn.

The PDS for DIF2 dated 17 December 2012 may be accessed for information purposes only. The application form and directory sections of the PDS have been removed as DIF2 is closed for new investments.

 

Download

RG46

In line with ASIC Regulatory Guide 46 (RG46) the Disclosure Guide provides information in the interests of improved disclosure for retail investors.

 

 

 

 

Download

Adviser Appointment and Commission Form

Use this form to appoint an adviser to your investment or update our registry with new adviser details.

 

Download

Change of Bank Account 
Details Form


Use this form to change the account details of the bank account nominated for distribution and withdrawal payment.

 

Download

Change of Details Form

Use this form to change address details, phone number and email address. Choose to receive a paper copy of the annual report.

Download

Standard Transfer Form

Use this form to transfer units in the fund to another party.

 

 

 Download

Tax File Number (TFN) Form

Use this form to provide your TFN and/or claim the appropriate exemption.

 

 .Download

FSC/FPA Forms 
Financial advisers to use the below forms in the verification process. Click on the item below to download the relevant form.

Go to the FSC website for more information.

Download

Agent Appointment Form

Use this form to authorise an individual to act as an agent.

 

Download

Request to register for Surviving Holder Form

Use this form when notifying us of a death of an investor on our register.

   

If you require forms to complete an estates transfer, or a form you require is not listed on this page, please contact our registry on 1300 137 895.

All forms should be sent to:

C/ Boardroom Pty Limited
GPO Box 3993
Sydney NSW 2001

Contact

Registry (fund administration) - Boardroom

For enquiries regarding your personal holding in a fund. This includes account balances, unit price and distribution enquiries, requesting a statement, changing contact details and assistance with investor online facilities. Please have your investor number (as shown on your distribution statements) ready to quote.

Charter Hall (manager)

For enquiries regarding the management of a fund. This includes a funds performance, strategic direction, property portfolio holding and new investment opportunities.

DIF4 is the fourth in the highly rated industrial fund series which initially launched in 2010.

*over the period from 1 November 2016 to 30 June 2017 (annualised) and the subsequent financial year to 30 June 2018
Learn more